PATRIZIA SANTIAGO112 Rock Hill RoadClifton, NJ 07012H (973) 222-1005E-mail:

SUMMARY- Over fifteen years of experience working in the Financial Services Industry. Interaction with various levels of management in a fast paced environment. Detail oriented and possesses good communication skills.

EXPERIENCEAXA Equitable Life Insurance Company, Secaucus, NJLead Administrative Assistant to the Managing Director08/2013-PresentPrimary responsibility is to provide support to the Managing Director, Head of the Association Business• Coordinate all logistics for representatives at conventions.• Manage vendor relationships.• Prepare expense reports and submit invoice payments• Manage heavy calendar and inbound call flow; coordinate all details for meetings and travel.• Purchase promotional/marketing items.• Coordinated meetings, conference rooms, audiovisual equipment requests, catering, and security registration for client meetings.• Track team attendance to ensure employees remain within allotment• Maintain supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.• Responsible for maintaining equipment inventories such as fax, phones, computer system to ensure smooth daily work flow and ensure operation of equipment by completing preventive maintenance requirements; calling for repairs.• Arranged and coordinate extensive international and domestic travel, including air, hotel and ground transportation itineraries and reservations.• Review all incoming inquiries related to marketing and business and brief director on sponsorship opportunities• Maintain professional and technical knowledge by attending educational workshops.• Preformed clerical duties including, but not limited to: photocopying, faxing, mailing and filing.

AXA Equitable Life Insurance Company, Secaucus, NJLead Associate 07/2005-05/2013Responsible for the overall support of the new business area department. Assisted in the implementation of client 401k plans. Instrumental in transitioning the department to a new 401(k) platform.• Provided support to AXA Financial Professionals and external wholesalers as it relates to the sale of 401(k) plans and onboarding of new 401k clients.• Performed daily review of all incoming contracts and applications to ensure suitability and adherence to firm and regulatory rules.• Consulted with AXA Financial Professionals during preliminary plan set up, verify appropriate broker licensing and credentialing in order to sell AXA-Equitable products.• Responsible for creating and distributing welcome packages and letters for new plans.• Improved existing procedures and work with internal/external audit for SOX testing to comply with policies of the firm and regulatory agencies.• Coordinated and facilitated training for both new hires and internally on product fundamentals and system technology.• Engaged in special projects to effectively manage 401(k) plan implementation in a high volume, high-pressure environment; developed control logs to track new business• Assisted supervising the enrollment department with daily process.• Acted as liaison between sales force and outsource partners; build and maintain a broad set of solid relationships in the organization and the industry.

AXA EQUITABLE LIFE INSURANCE COMPANY, SECAUCUS, NJEnrollment Coordinator 04/1998-07/2005Worked with specialized team providing support to AXA Financial Professionals in the 401(k) Market. Responsible for processing client 401k enrollment book requests for over 4,000 plans.• Prepared enrollment books based on specific plan criteria and established plan participants on recordkeeping system.• Reviewed and approved books prior to release.• Responsible for compilation of data and release of quality control reports utilized as training tools and for Management review.• Responded to inquiries and/or client issues and communicated needs of the sales force to AXA Equitable Management.• Involved in training new employees on various processes and system capabilities.

Pier 1 Imports, Secaucus, NJPart-time Sales Associate 10/2008-01/2010Worked for high-volume store requiring the ability to prioritize and provide exceptional customer service.• Courteously greeted customers and efficiently processed transactions within busy, fast-paced retail environment• Managed front desk, assisting customers with purchases, exchanges and item holding• Assisted with store stocking, floor-sets and opening/closing procedures• Set up displays and worked on window design• Maintained and restocked inventory on a monthly basis• Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.

EDUCATIONBergen Community College, Business Major

SKILLSBilingual; fluent in Italian

Computer proficient in: Microsoft Outlook, Microsoft word, Concur Travel & Expenses and other proprietary software including outside vendor systems.

  • ID#: 134035
  • Location: Clifton, NJ , 07013

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